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OMZRX: Old Mutual Copper Rock Emerging Gr Z (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/08/2006 |
Last Dividend Date: | 12/12/2007 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/13/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/08/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.4 | -1.6 | 21.6 | 0.3 | 1.7 | 13.4 | -4.0 | 27.0 | 30.0 | -48.2 | 16.7 | 1.9 |
Sharpe Ratio | NA | -0.05 | 0.8 | -0.01 | 0.02 | 3.44 | -0.12 | 1.19 | 1.0 | -1.26 | 0.71 | -0.05 |
Draw Down(%) | NA | 29.0 | 29.0 | 62.6 | 62.6 | 5.9 | 29.0 | 19.7 | 23.3 | 57.6 | 13.1 | 20.0 |
Standard Deviation(%) | NA | 33.4 | 27.1 | 30.3 | 28.2 | 16.3 | 33.7 | 22.6 | 30.0 | 38.9 | 19.4 | 18.8 |
Treynor Ratio | NA | -0.02 | 0.22 | 0.0 | 0.01 | 0.58 | -0.04 | 0.29 | 0.33 | -0.55 | 0.14 | -0.01 |
Alpha | NA | -0.05 | -0.05 | -0.06 | -0.03 | 0.05 | -0.01 | 0.0 | -0.02 | -0.08 | 0.03 | -0.01 |
Beta | NA | 1.0 | 0.97 | 0.93 | 0.93 | 0.96 | 1.0 | 0.92 | 0.89 | 0.88 | 1.01 | 1.02 |
RSquared | NA | 0.94 | 0.93 | 0.94 | 0.94 | 0.94 | 0.94 | 0.93 | 0.95 | 0.97 | 0.91 | 0.92 |
Yield(%) | N/A | 0.0 | 0.0 | 1.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2006
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